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Meta Platforms:Quarterly Results/2024 Q4: Difference between revisions
Meta Platforms:Quarterly Results/2024 Q4 (view source)
Revision as of 16:21, 21 January 2025
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* William Blair analyst Ralph Schackart [https://www.investors.com/news/technology/meta-stock-buy-ai-whatsapp-chatbots/ told] clients that Meta Platforms is currently offering GenAI tools to businesses on WhatsApp in a testing phase in selected countries while charging 2.5 cents per conversation every 24 hours. Since WhatsApp has 2.7 billion users, Schackart said these chatbots could deliver incremental revenue of $16.6 billion in 2025 and up to $45 billion by 2030. | * William Blair analyst Ralph Schackart [https://www.investors.com/news/technology/meta-stock-buy-ai-whatsapp-chatbots/ told] clients that Meta Platforms is currently offering GenAI tools to businesses on WhatsApp in a testing phase in selected countries while charging 2.5 cents per conversation every 24 hours. Since WhatsApp has 2.7 billion users, Schackart said these chatbots could deliver incremental revenue of $16.6 billion in 2025 and up to $45 billion by 2030. | ||
=== Uncertainty around TikTok is beneficial for Meta === | |||
* Buy, $753: Analyst Ronald Josey of Citi said Meta is well positioned to capitalize on the current uncertainty around TikTok. He pointed out that advertisers are beginning to shift their focus away from TikTok<ref>https://www.investing.com/news/analyst-ratings/citi-maintains-buy-on-meta-stock-with-753-target-amid-tiktok-woes-93CH-3819654</ref>. | |||
=== 2025 will mark a crucial year for GenAI commercialization === | |||
* Strong buy, $675->$725: Raymond James said 2025 GenAI assistants could mitigate capital expenditure concerns as their use cases is felt across consumer, enterprise software and HardTech applications<ref>https://thefly.com/landingPageNews.php?id=4054677&headline=META-Meta-Platforms-price-target-raised-by--at-Raymond-James-heres-why&utm_source=https://thefly.com/news.php%3fsymbol=META&utm_medium=referral&utm_campaign=referral_traffic</ref>. | |||
== Advertising spend and pricing insights == | == Advertising spend and pricing insights == | ||